Fund Holdings — SYON CAPITAL LLC

Total Portfolio Value
$1.09B
Total Bought
$111.91M
Total Sold
$25.24M
Net Transaction
+$86.67M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
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Change
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INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF3,6212,318,599+2,314,9781,44554,2814.99%+52,836
NVIDIA CORPORATION COM(NVDA)21,980224,921+202,94119,86027,7872.56%+7,926
APPLE INC COM(AAPL)139,335142,947+3,61223,89330,1082.77%+6,214
ISHARES CORE U.S. AGGREGATE BOND ETF200,085233,501+33,41619,59622,6662.08%+3,070
MICROSOFT CORP COM(MSFT)75,09877,340+2,24231,59534,5673.18%+2,972
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
553,550588,779+35,22928,56331,5172.90%+2,954
ALPHABET INC CAP STK CL A(GOOG)42,06243,868+1,8066,3487,9910.73%+1,642
ELI LILLY & CO COM(LLY)11,15011,135-158,67410,0820.93%+1,407
ALPHABET INC CAP STK CL C(GOOG)33,82034,275+4555,1496,2870.58%+1,137
BROADCOM INC COM(AVGO)5,0804,890-1906,7337,8510.72%+1,118
ISHARES MSCI CHINA ETF
MSCI CHINA ETF
387,377387,675+29815,39016,3481.50%+958
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF72,97084,615+11,6456,5437,4870.69%+944
ISHARES 10-20 YEAR TREASURY BOND ETF84,60995,507+10,8988,8869,8090.90%+922
EXXON MOBIL CORP COM70,65279,314+8,6628,2139,1310.84%+918
ISHARES 1-3 YEAR TREASURY BOND ETF711,014722,984+11,97058,14759,0325.43%+885
AMAZON COM INC COM(AMZN)39,85341,673+1,8207,1898,0530.74%+865
COSTCO WHSL CORP NEW COM(COST)6,2416,382+1414,5735,4250.50%+852
ISHARES CORE S&P 500 ETF46,46646,006-46024,42925,1762.32%+747
UNITEDHEALTH GROUP INC COM(UNH)12,85513,806+9516,3597,0310.65%+671
ISHARES GOLD TRUST(IAU)429,060424,624-4,43618,02518,6541.72%+629
WALMART INC COM(WMT)63,38665,237+1,8513,8144,4170.41%+603
NOVARTIS AG SPONSORED ADR(NVS)58,64158,364-2775,6726,2130.57%+541
ORACLE CORP COM(ORCL)26,55127,174+6233,3353,8370.35%+502
META PLATFORMS INC CL A(META)22,36622,515+14910,86011,3531.04%+492
VANGUARD INFORMATION TECHNOLOGY ETF
INF TECH ETF
10,94010,761-1795,7366,2050.57%+468
QUALCOMM INC COM(QCOM)5,1526,639+1,4878721,3220.12%+450
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
CORE INTL AGGR
1,162,0021,171,499+9,49758,04258,4815.38%+439
NOVO-NORDISK A S ADR(NVO)27,76228,005+2433,5653,9970.37%+433
ISHARES MBS ETF28,77533,287+4,5122,6593,0560.28%+397
AMGEN INC COM(AMGN)5,4796,235+7561,5581,9480.18%+390
APPLIED MATLS INC COM11,30711,466+1592,3322,7060.25%+374
NETFLIX INC COM(NFLX)4,7454,822+772,8823,2540.30%+372
SPDR GOLD SHARES(GLD)38,10238,153+517,8388,2030.75%+365
ISHARES MSCI EMERGING MARKETS ETF174,308175,773+1,4657,1617,4860.69%+326
TEXAS INSTRS INC COM(TXN)5,7126,787+1,0759951,3200.12%+325
GE VERNOVA INC COM(GEV)01,692+1,69202900.03%+290
ADOBE INC COM(ADBE)4,1464,250+1042,0922,3610.22%+269
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW(PHG)47,97648,591+6159601,2240.11%+265
ASTRAZENECA PLC SPONSORED ADR(AZN)17,79718,775+9781,2061,4640.13%+259
TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10(ERIC)159,292183,050+23,7588781,1290.10%+252
FABRINET SHS(FN)01,028+1,02802520.02%+252
NUTRIEN LTD COM(NTR)04,661+4,66102370.02%+237
NETAPP INC COM(NTAP)01,799+1,79902320.02%+232
ALBERTSONS COS INC COMMON STOCK011,710+11,71002310.02%+231
AXCELIS TECHNOLOGIES INC COM NEW01,621+1,62102300.02%+230
MONOLITHIC PWR SYS INC COM(MPWR)0280+28002300.02%+230
MICRON TECHNOLOGY INC COM(MU)11,07711,672+5951,3061,5350.14%+229
GOLDMAN SACHS GROUP INC COM(GS)5,3455,441+962,2332,4610.23%+229
KLA CORP COM NEW(KLAC)1,5501,589+391,0831,3100.12%+227
EXPEDITORS INTL WASH INC COM(EXPD)01,783+1,78302230.02%+223
NRG ENERGY INC COM NEW(NRG)02,841+2,84102210.02%+221
ISHARES MSCI SWITZERLAND ETF158,809161,375+2,5667,5597,7800.72%+221
INSULET CORP COM(PODD)01,082+1,08202180.02%+218
INTUITIVE SURGICAL INC COM NEW3,6213,733+1121,4451,6610.15%+216
SYNCHRONY FINANCIAL COM(SYF)04,563+4,56302150.02%+215
COCA COLA CO COM(KO)40,13541,930+1,7952,4552,6690.25%+213
PROCTER AND GAMBLE CO COM(PG)28,81829,632+8144,6764,8870.45%+211
NEXTERA ENERGY INC COM(NEE)23,03223,741+7091,4721,6810.15%+209
ANALOG DEVICES INC COM(ADI)4,4494,758+3098801,0860.10%+206
LEIDOS HOLDINGS INC COM(LDOS)01,381+1,38102010.02%+201
PINNACLE WEST CAP CORP COM(PNW)02,631+2,63102010.02%+201
TECHNOLOGY SELECT SECTOR SPDR FUND
ST STR TECHN ETF
10,56910,588+192,2012,3950.22%+194
ARISTA NETWORKS INC COM2,8952,941+468391,0310.09%+191
BOSTON SCIENTIFIC CORP COM(BSX)19,63119,938+3071,3451,5350.14%+191
PHILIP MORRIS INTL INC COM(PM)10,60711,456+8499721,1610.11%+189
ALCON AG ORD SHS(ALC)16,27917,309+1,0301,3561,5420.14%+186
ISHARES MSCI UNITED KINGDOM ETF
MSCI UK ETF NEW
161,866163,945+2,0795,5375,7180.53%+181
BANK AMERICA CORP COM56,26558,150+1,8852,1342,3130.21%+179
AMPHENOL CORP NEW CL A7,42115,238+7,8178561,0270.09%+171
JPMORGAN CHASE & CO. COM(JPM)29,50530,035+5305,9106,0750.56%+165
VANGUARD S&P 500 ETF8,4558,45504,0644,2290.39%+164
ZOETIS INC CL A(ZTS)5,0585,873+8158561,0180.09%+162
VERTEX PHARMACEUTICALS INC COM(VRTX)2,4702,541+711,0321,1910.11%+159
HUMANA INC COM(HUM)1,1771,509+3324085640.05%+156
MCKESSON CORP COM(MCK)2,6132,656+431,4031,5510.14%+148
LAM RESEARCH CORP COM(LRCX)1,5891,588-11,5441,6910.16%+147
ISHARES MSCI SWEDEN ETF205,394207,490+2,0968,2088,3510.77%+144
ELEVANCE HEALTH INC COM(ELV)3,5323,636+1041,8321,9700.18%+139
GLOBAL NET LEASE INC COM NEW(GNL)018,014+18,01401320.01%+132
ASML HOLDING N V N Y REGISTRY SHS
N Y REGISTRY SHS
1,4861,534+481,4421,5690.14%+127
HSBC HLDGS PLC SPON ADR NEW(HSBC)18,87219,902+1,0307438660.08%+123
KINROSS GOLD CORP COM(KGC)56,01156,015+43434660.04%+123
SERVICENOW INC COM(NOW)812942+1306197410.07%+122
UBS GROUP AG SHS(UBS)51,47357,553+6,0801,5811,7000.16%+119
FIRST SOLAR INC COM(FSLR)2,9362,717-2194966130.06%+117
HONEYWELL INTL INC COM(HON)6,2516,555+3041,2831,4000.13%+117
ABRDN PHYSICAL GOLD SHARES ETF(SGOL)115,136115,13602,4452,5580.24%+113
CAPITOL FED FINL INC COM(CFFN)020,488+20,48801120.01%+112
S&P GLOBAL INC COM(SPGI)2,5632,688+1251,0911,1990.11%+108
MODERNA INC COM(MRNA)1,8862,595+7092013080.03%+107
VANECK GOLD MINERS ETF
GOLD MINERS ETF
46,05446,05401,4561,5630.14%+106
SHELL PLC SPON ADS(SHEL)11,64512,278+6337818860.08%+106
BOOKING HOLDINGS INC COM(BKNG)213219+67738680.08%+95
REGENERON PHARMACEUTICALS COM(REGN)889902+138569480.09%+92
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
ST STR SVC ETF
30,28029,939-3412,4732,5650.24%+92
KRANESHARES CSI CHINA INTERNET ETF111,964112,168+2042,9393,0310.28%+92
TJX COS INC NEW COM(TJX)7,1107,348+2387218090.07%+88
ISHARES MSCI PACIFIC EX-JAPAN ETF97,79099,386+1,5964,1864,2740.39%+87
KENNEDY-WILSON HOLDINGS INC COM12,38219,840+7,4581061930.02%+87
TRANE TECHNOLOGIES PLC SHS(TT)2,3862,436+507168010.07%+85
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SYON CAPITAL LLC — 13F Holdings — Q2 2024 | TickerTrail